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2,090 hedge funds and large institutions have $257B invested in Microsoft in 2015 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 922 increasing their positions, 872 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $3.68B | Put options by funds: $2.87B

16% more funds holding in top 10

Funds holding in top 10: 588684 (+96)

14% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 74

6% more repeat investments, than reductions

Existing positions increased: 922 | Existing positions reduced: 872

1% more capital invested

Capital invested by funds: $255B → $257B (+$1.92B)

0% less funds holding

Funds holding: 2,0982,090 (-8)

Holders
2,090
Holders Change
-8
Holders Change %
-0.38%
% of All Funds
58.35%
Holding in Top 10
684
Holding in Top 10 Change
+96
Holding in Top 10 Change %
+16.33%
% of All Funds
19.1%
New
84
Increased
922
Reduced
872
Closed
74
Calls
$3.68B
Puts
$2.87B
Net Calls
+$810M
Net Calls Change
+$763M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
576
Frontier Investment Management
Texas
$18M +$657K +14,621 +4%
UB
577
UMB Bank
Missouri
$18M +$383K +8,525 +2%
AR
578
Advisory Research
Illinois
$17.9M -$76.2K -1,696 -0.4%
HCM
579
Hutchinson Capital Management
California
$17.8M -$98.3K -2,190 -0.5%
DCM
580
Destrier Capital Management
New York
$17.7M
DWA
581
Douglass Winthrop Advisors
New York
$17.7M +$7.19M +160,160 +67%
HCM
582
Horan Capital Management
Maryland
$17.7M -$244K -5,429 -1%
CAG
583
Crestwood Advisors Group
Massachusetts
$17.6M +$1.24M +27,672 +7%
ISL
584
Ingalls & Snyder LLC
New York
$17.6M -$953K -21,232 -5%
CFB
585
Cullen/Frost Bankers
Texas
$17.6M -$22.5K -502 -0.1%
Baillie Gifford & Co
586
Baillie Gifford & Co
United Kingdom
$17.5M
MCM
587
Maryland Capital Management
Maryland
$17.4M +$342K +7,622 +2%
CLOS
588
Compagnie Lombard Odier SCmA
Switzerland
$17.3M +$106K +2,364 +0.6%
WT
589
Whittier Trust
California
$17.3M -$30.5K -680 -0.2%
CAN
590
Cetera Advisor Networks
California
$17.3M -$405K -9,023 -2%
MTC
591
McDaniel Terry & Co
Texas
$17.2M +$219K +4,887 +1%
CCM
592
Covington Capital Management
California
$16.9M +$553K +12,317 +3%
CI
593
Constellation Investments
Ohio
$16.5M -$134K -2,975 -0.8%
TMAM
594
Tokio Marine Asset Management
Japan
$16.5M +$107K +2,373 +0.6%
RMA
595
Roffman Miller Associates
Pennsylvania
$16.4M +$279K +6,210 +2%
TAM
596
Trillium Asset Management
Massachusetts
$16.3M +$105K +2,338 +0.6%
OPCM
597
Osborne Partners Capital Management
California
$16.3M -$126K -2,795 -0.8%
BCM
598
Bluefin Capital Management
New York
$16.2M +$10.1M +224,683 +160%
MIS
599
Morningstar Investment Services
Illinois
$16.2M -$442K -9,849 -3%
CCM
600
Cadence Capital Management
Massachusetts
$15.9M -$2.38M -52,934 -13%

MSFT Hedge Fund Activity: Q3 2015 in Review

2,090 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q3 2015, worth a combined $257B — up 0.75% from $255B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new MSFT positions and 74 closed out — a net gain of 10 holders — while 922 added to existing stakes and 872 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.57B. The largest seller was Fidelity Investments, cutting an estimated $914M.

  • 2,090 institutional investors held Microsoft (MSFT) as of Q3 2015, down from 2,098 in Q2 2015.
  • Funds reported $257B of Microsoft stock for Q3 2015, up 0.75% quarter-over-quarter.
  • 84 funds opened new Microsoft positions in Q3 2015 and 74 closed out, a net change of +10 holders.
  • The largest Microsoft buyer in Q3 2015 was T. Rowe Price Associates, an estimated $1.57B added.
  • The largest Microsoft seller in Q3 2015 was Fidelity Investments, an estimated $914M sold.

Based on aggregated 13F filings for Q3 2015.